KWM
Kingsview Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
47,638
+132
| +0.3% | +$13.8K | 0.08% | 248 |
|
|
2025
Q1 | $5.18M | Sell |
47,506
-279
| -0.6% | -$30.4K | 0.1% | 212 |
|
|
2024
Q4 | $4.49M | Buy |
47,785
+821
| +2% | +$77.2K | 0.09% | 218 |
|
|
2024
Q3 | $4.52M | Buy |
46,964
+742
| +2% | +$71.4K | 0.1% | 211 |
|
|
2024
Q2 | $3.63M | Buy |
46,222
+12
| +0% | +$942 | 0.09% | 221 |
|
|
2024
Q1 | $3.79M | Sell |
46,210
-479
| -1% | -$39.3K | 0.1% | 205 |
|
|
2023
Q4 | $3.93M | Sell |
46,689
-71
| -0.2% | -$5.98K | 0.12% | 173 |
|
|
2023
Q3 | $3.77M | Buy |
46,760
+588
| +1% | +$47.4K | 0.14% | 177 |
|
|
2023
Q2 | $4.07M | Sell |
46,172
-2,485
| -5% | -$219K | 0.16% | 139 |
|
|
2023
Q1 | $4.61M | Sell |
48,657
-319
| -0.7% | -$30.2K | 0.19% | 113 |
|
|
2022
Q4 | $4.59M | Sell |
48,976
-866
| -2% | -$81.2K | 0.2% | 127 |
|
|
2022
Q3 | $4.46M | Buy |
49,842
+1,183
| +2% | +$106K | 0.21% | 115 |
|
|
2022
Q2 | $4.9M | Buy |
48,659
+3,024
| +7% | +$304K | 0.23% | 107 |
|
|
2022
Q1 | $4.55M | Sell |
45,635
-155
| -0.3% | -$15.5K | 0.2% | 116 |
|
|
2021
Q4 | $4.45M | Sell |
45,790
-867
| -2% | -$84.2K | 0.19% | 121 |
|
|
2021
Q3 | $4.12M | Buy |
46,657
+246
| +0.5% | +$21.7K | 0.2% | 118 |
|
|
2021
Q2 | $4.19M | Buy |
46,411
+77
| +0.2% | +$6.95K | 0.21% | 116 |
|
|
2021
Q1 | $4.32M | Buy |
46,334
+1,134
| +3% | +$106K | 0.25% | 93 |
|
|
2020
Q4 | $4.16M | Sell |
45,200
-1
| -0% | -$92 | 0.3% | 78 |
|
|
2020
Q3 | $4.38M | Sell |
45,201
-638
| -1% | -$61.8K | 0.39% | 65 |
|
|
2020
Q2 | $4.02M | Sell |
45,839
-3,818
| -8% | -$335K | 0.4% | 65 |
|
|
2020
Q1 | $4.38M | Buy |
49,657
+3,324
| +7% | +$293K | 0.59% | 39 |
|
|
2019
Q4 | $4.27M | Buy |
46,333
+543
| +1% | +$50.1K | 0.54% | 50 |
|
|
2019
Q3 | $4.36M | Buy |
45,790
+483
| +1% | +$45.9K | 0.68% | 38 |
|
|
2019
Q2 | $3.78M | Sell |
45,307
-1,777
| -4% | -$148K | 0.63% | 41 |
|
|
2019
Q1 | $3.72M | Buy |
47,084
+314
| +0.7% | +$24.8K | 0.57% | 44 |
|
|
2018
Q4 | $3.24M | Buy |
46,770
+654
| +1% | +$45.3K | 0.71% | 35 |
|
|
2018
Q3 | $3.08M | Sell |
46,116
-200
| -0.4% | -$13.4K | 0.62% | 43 |
|
|
2018
Q2 | $2.99M | Hold |
46,316
| – | – | 0.72% | 38 |
|
|
2018
Q1 | $2.9M | Buy |
46,316
+40,322
| +673% | +$2.53M | 0.72% | 38 |
|
|
2017
Q4 | $398K | Buy |
+5,994
| New | +$398K | 0.14% | 202 |
|